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IVV icon

Legacy Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History

Legacy Advisors’s Portfolio IVV Stock Details IVV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$29.2M Sell
39,008
-17,714
-31% -$12.9M 2.73% 8
2026
Q1 		$37.1M Sell
56,722
-2,772
-5% -$1.89M 4.37% 3
2025
Q4 		$40.7M Buy
59,494
+21,082
+55% +$14.3M 4.38% 3
2025
Q3 		$25.7M Buy
38,412
+14,382
+60% +$9.26M 3.17% 8
2025
Q2 		$38.7K Sell
24,030
-14,694
-38% -$8.44M 0.61% 15
2025
Q1 		$21.8M Buy
38,724
+227
+0.6% +$134K 2.24% 9
2024
Q4 		$22.7M Sell
38,497
-3,967
-9% -$2.35M 2.2% 9
2024
Q3 		$24.5M Sell
42,464
-16
-0% -$8.9K 2.65% 6
2024
Q2 		$23.2M Buy
42,480
+500
+1% +$263K 2.83% 6
2024
Q1 		$22.1M Hold
41,980
– – 2.79% 4
2023
Q4 		$20.1M Sell
41,980
-186
-0.4% -$83.3K 2.58% 5
2023
Q3 		$18.2M Sell
42,166
-41
-0.1% -$18.3K 2.93% 3
2023
Q2 		$18.8M Buy
42,207
+3,220
+8% +$1.36M 2.79% 3
2023
Q1 		$16M Sell
38,987
-882
-2% -$354K 2.96% 2
2022
Q4 		$15.3M Buy
39,869
+35,325
+777% +$13.6M 2.8% 3
2022
Q3 		$1.63M Buy
4,544
+1,296
+40% +$518K 0.36% 55
2022
Q2 		$1.23M Hold
3,248
– – 0.26% 68
2022
Q1 		$1.47M Sell
3,248
-39
-1% -$17.4K 0.29% 59
2021
Q4 		$1.57M Buy
3,287
+39
+1% +$18K 0.58% 32
2021
Q3 		$1.4M Hold
3,248
– – 0.56% 32
2021
Q2 		$1.4M Hold
3,248
– – 0.57% 33
2021
Q1 		$1.29M Hold
3,248
– – 0.57% 31
2020
Q4 		$1.22M Sell
3,248
-12
-0.4% -$4.27K 0.69% 29
2020
Q3 		$1.1M Buy
3,260
+301
+10% +$100K 0.72% 29
2020
Q2 		$916K Hold
2,959
– – 0.73% 31
2020
Q1 		$765K Sell
2,959
-11,822
-80% -$3.62M 0.77% 35
2019
Q4 		$4.78M Hold
14,781
– – 3.03% 6
2019
Q3 		$4.41M Buy
14,781
+135
+0.9% +$40.1K 3.3% 5
2019
Q2 		$4.32M Sell
14,646
-24,646
-63% -$7.14M 2.92% 6
2019
Q1 		$11.2M Buy
39,292
+22,471
+134% +$6.14M 3.63% 4
2018
Q4 		$4.24M Hold
16,821
– – 3.21% 5
2018
Q3 		$4.95M Sell
16,821
-126
-0.7% -$36.1K 2.44% 5
2018
Q2 		$4.65M Buy
16,947
+126
+0.7% +$34.3K 3.47% 6
2018
Q1 		$4.49M Buy
16,821
+1,537
+10% +$423K 3.32% 8
2017
Q4 		$4.11M Buy
15,284
+2,074
+16% +$543K 4% 7
2017
Q3 		$3.34M Buy
13,210
+7,242
+121% +$1.8M 3.72% 6
2017
Q2 		$1.45M Buy
5,968
+1,918
+47% +$463K 1.85% 11
2017
Q1 		$960K Buy
4,050
+3,966
+4,721% +$928K 1.3% 16
2016
Q4 		$18K Buy
+84
New +$18.5K 0.02% 149

Other funds holding IVV

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
NFA
Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return
CI
Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return
SAM
Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

Legacy Advisors's IVV Position: Q2 2026 in Review

Legacy Advisors reduced its iShares Core S&P 500 ETF (IVV) stake by 31% in Q2 2026, selling an estimated $12.9M and leaving 39,008 shares worth $29.2M. The position accounts for 2.73% of the portfolio, ranked #8.

Legacy Advisors first reported a position in IVV in Q4 2016 and has held it in 39 quarters since. The position peaked at $40.7M in Q4 2025. 1,526 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Legacy Advisors held 39,008 shares of iShares Core S&P 500 ETF worth $29.2M as of Q2 2026.
  • Legacy Advisors sold 17,714 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $12.9M.
  • iShares Core S&P 500 ETF made up 2.73% of Legacy Advisors's portfolio in Q2 2026, its #8 holding.
  • Legacy Advisors first reported a position in iShares Core S&P 500 ETF in Q4 2016 and has held it in 39 quarters since.
  • Legacy Advisors's iShares Core S&P 500 ETF position peaked at $40.7M in Q4 2025.
  • 1,526 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Legacy Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.